Schwab US Large- Cap ETF
SCHX
836 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 319 increasing their positions, 328 reducing their positions, and 38 closing their positions.
89% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 38
8% more capital invested
Capital invested by funds: $16.3B → $17.6B (+$1.29B)
3% more funds holding
Funds holding: 809 → 836 (+27)
1% more ownership
Funds ownership: 381.79% → 382.79% (+1%)
3% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 328
5% less funds holding in top 10
Funds holding in top 10: 153 → 146 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$283M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$102M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$59.1M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$37.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$53.2M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$30.6M |
| 3 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$29.6M |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$27.7M |
| 5 |
AssetMark Inc
Concord,
California
|
-$26.1M |
SCHX Hedge Fund Activity: Q1 2021 in Review
836 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2021, worth a combined $17.6B — up 7.9% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SCHX positions and 38 closed out — a net gain of 34 holders — while 319 added to existing stakes and 328 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $283M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $53.2M.
- 836 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2021, up from 809 in Q4 2020.
- Funds reported $17.6B of Schwab US Large- Cap ETF stock for Q1 2021, up 7.9% quarter-over-quarter.
- 72 funds opened new Schwab US Large- Cap ETF positions in Q1 2021 and 38 closed out, a net change of +34 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $283M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2021 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $53.2M sold.
Based on aggregated 13F filings for Q1 2021.